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Tony Allen
Tony Allan
+44 (0) 20 3207 8003

Tony joined Vestra Wealth from UBS Wealth Management UK Ltd, where he was a sales and development consultant within the IFA market, working closely with one of the Investment teams. Prior to this Tony was at Laing & Cruickshank having had 13 successful years at AXA Sun Life where he was the youngest Sales Consultant in the UK. At Vestra Wealth Tony is responsible for IFA Business Development and heads up a team of Business Development Directors who cater specifically for advisers looking to outsource Discretionary Management.

David Blanc
David Blanc
+44 (0) 20 3207 8034

Prior to joining Vestra Wealth, David held various senior positions at UBS Wealth Management and UBS Investment Bank in the United Kingdom. Most recently he was an Executive Director and Senior Client Adviser at UBS Wealth Management in London and has over 13 years experience advising high net worth individuals with international and complex financial affairs, focusing on UK resident and non domiciled investors. David has Masters Degrees in Finance and Economics, and lectures at Bordeaux University and ESCP-EAP European School of Management.

Duncan Carmichael-Jack
Duncan Carmichael-Jack

Duncan joined Vestra Wealth from UBS where he held the position of Joint-Head of UBS UK Ltd. He previously worked at investment boutique Laing & Cruickshank where he held the role of Investment Manager, having spent 5 years at Credit Suisse Asset Management as an equity fund manager. At Vestra Wealth he manages portfolios for Individuals, Trusts and Charities including a number of clients with ethical restrictions. He also manages the Elite Balanced and Elite Income Unit Trusts for which he was awarded an AA Citywire rating in 2007.

Neil Clark
Neil Clark
+44 (0) 20 3207 8060

Neil manages client portfolios at Vestra Wealth having joined from UBS Wealth Management (UK) Ltd. where he was responsible for the management of an extensive private client customer base, primarily on a discretionary basis. He joined Laing and Cruickshank in 1982 having served a 4 year apprenticeship with McAnally Montgomery and was appointed an Investment Director in 1993. He was an Investment Director at UBS after its takeover of Laing & Cruickshank.

Jacqueline Crawley
Jacqueline Crawley

Jacqueline joined Vestra Wealth as Investment Manager from Williams de Broe Limited, formerly BNP Paribas Private Investment Management where she was Senior Wealth Manager with a client portfolio of over £300million. Jacqueline has gained significant expertise in the financial services industry, having previously worked for HSBC for over 25 years. She advises high net worth individuals on their overall wealth management requirements, and also has over 12 years experience advising Tier 1 Investor Visa clients. Jacqueline's clients also include trusts, pension funds, and charities, and she heads up Vestra's Friendly Societies and Financial Mutuals Team. Jacqueline is a qualified Independent Financial Adviser and is a Member of the Securities Institute.

Matthew Evans
Matthew Evans
+44 (0) 20 3207 8402

Matthew is a former senior manager at PricewaterhouseCoopers, where he managed the financial planning team in London. In 2003, he joined John Lamb Strategies Limited to run the tax favoured investment team, where he worked closely with UBS Wealth Management in London. He is a founding partner of Vestra Wealth LLP.

Julian Goodman
Julian Goodman
+44 (0) 20 3207 8106

Julian joined Vestra Wealth from UBS Wealth Management where he was an Executive Director managing approximately £700million in assets. Prior to UBS Wealth Management, Julian was a Partner at Scott Goodman Harris, a partnership of independent financial advisers specialising in high net worth individuals, which was sold to UBS in 2004. Julian has over 18 years experience in advising and managing high net worth individuals, specialising in clients who work within the investment banking sector.

Matthew Guy
Matthew Guy
+44 (0) 20 3207 8320

Having been in Wealth Management for over 15 years, Matthew joined Vestra Wealth in February 2009 from Kleinwort Benson, where he was a Director and Senior Private Banker. Prior to this Matthew spent a number of years with private client stockbroker Rensburg Sheppards. Matthews experience in pensions, taxation and trusts, enables him to advise high net worth individuals, with a focus on City Professionals, on the efficient structuring of their wealth across a range of tax strategies.

John Jopp
John Jopp
+44 (0) 20 3207 8120

John joined Vestra Wealth as Partner in 2008. John is responsible for managing discretionary and advisory portfolios across a range of asset classes for individuals, trusts and charities including both UK and International clients. In addition as of 2012, John is Co Head of Investment Services at Vestra Wealth. Prior to joining Vestra Wealth John was an Investment Director at UBS Wealth Management and James Capel (HSBC) Investment Management. John is a Chartered Fellow of the Securities Institute.

Meena Lakshmanan
Meena Lakshmanan
Co-Head of Investment Solutions
+44 (0) 20 3207 8071

Meena joined Vestra as Head of Quantitative Analysis. Previously, she worked at Russell Investment Group as a member of the Hedge Fund and European Equity team, working on quantitative analysis including risk management, portfolio construction and alpha generation. Following this Meena was an Asset Manager for GLG Partners LP, covering risk management, asset allocation and quantitative strategies, working closely with the Quant Team to design new alpha strategies. Meena began her investment career as a hedge fund analyst and asset allocator at Atlas Capital Ltd. She has a PhD in Operations Research from Cambridge. Since being at Vestra Wealth Meena has been a key member of the Investment Committee, has established the Hedge Fund Advisory Service and is currently Co-Head of Investment Solutions.

Siobhan Lazeris
Siobhan Lazeris
+44 (0) 20 3207 8017

Prior to joining Vestra Wealth, Siobhan was at Goldman Sachs for 13 years. She holds an LLB and has worked in the compliance sector for more than 20 years and has looked after retail and high net worth clients for 13 years. Siobhan is the Partner responsible for overseeing the entire support organisation and infrastructure for the Firm, as well as being the Head of Legal and Compliance for Vestra Wealth.

Francoise Marcus
Françoise Marcus
+44 (0) 20 3207 8033

Françoise was a Director at UBS Wealth Management for almost 5 years, having spent 5 years at JP Morgan Private Bank where she managed an extensive international base of High Net Worth individuals. She previously advised onshore and offshore High Net Worth individuals and is particularly experienced in Resident Non-Domiciled affairs, particularly International Pension Plans. At Vestra she has overseen the External Asset Management business to cater for International and Ultra High Net Worth clients developing the service offering in her role as Co-Head Operations Management.

James O'Hegarty
James O'Hegarty
+44 (0) 20 3207 8049

James joined Vestra Wealth from Albert E Sharp (latterly Barclays Wealth) where he was head of the Pensions & Charities team based in Birmingham. Between 1993 & 1996 he was Managing Director of Asset Management for Barclays Private Banking, Hong Kong where he was responsible for pioneering the use of structured products for Barclays Private Banking worldwide. He also managed the AES UK General Unit Trust. James specialises in discretionary management for private clients, pension funds and charities.

Neil Pedley
Neil Pedley
+44 (0) 20 3207 8044

Neil joined Vestra Wealth from UBS WM (UK) Ltd where he was an Executive Director and member of the Management Committee. Prior to this he was at James Capel & Co for more than 20 years, where he served as both deputy head of the Private Client Division and a member of its Management Committee. Neil has over 30 yrs experience in managing mandates for private clients, Trusts, SIPPs and charities, and prides himself on building long-term relationships with his clients.

Paul Pollard
Paul Pollard
+44 (0) 20 3207 8353

Paul joined Vestra Wealth from UBS Wealth Management (UK) Ltd where he was an Executive Director and member of the Management Committee. He started his career with the Royal Bank of Scotland and subsequently, joined Laing & Cruickshank where he was part of a team managing discretionary portfolios. At Vestra Wealth, Paul established the Jersey Office before moving back to London to become Co-Head Operations Management. He is a member of Vestra's Management Committee and a Director of Vestra Wealth (Jersey) Limited and Vestra US Wealth Management Limited.

Sanjay Rijhsinghani
Sanjay Rijhsinghani

Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients.

Colleen Robinson
Colleen Robinson
+44 (0) 20 3207 8103

Colleen joined Vestra Wealth from UBS WM (UK) Ltd having previously been at Laing & Cruickshank and Credit Suisse. She has worked at Morgan Grenfell (Deutsche Bank) working in both the International Public Sector and Corporate Finance, and at Greig Middleton. Colleen began her career in the Foreign & Commonwealth Office serving in London, Kuwait and Turkey. Currently, she manages discretionary portfolios for private clients and charities.

David Scott
David Scott
+44 (0) 20 3207 8080

David is a former managing director of UBS in London, where he headed up both the high net worth wealth management and the stockbroking divisions in the UK. Before UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004. David is Senior Partner of Vestra Wealth LLP.

Andy Sims
Andy Sims
+44 (0) 20 3207 8054

Prior to joining Vestra Wealth he was Director at UBS managing discretionary and advisory portfolios on behalf of individuals, charities and trusts. He has over 20 years experience assisting and being directly responsible for managing private client, charity and trust investment portfolios at Quilter Goodison and later Laing & Cruikshank (now UBS Wealth Management UK Ltd).

Ben Snee
Ben Snee
+44 (0) 20 3207 8403

Ben joined Vestra Wealth from UBS where he was an executive director and senior client adviser. He joined boutique advisory business Scott Goodman Harris in 2003. Scott Goodman Harris subsequently merged with UBS, having trained at PricewaterhouseCoopers in the private client division, specialising in portfolio construction and asset management for high net worth clients. Ben's qualifications include FPC 1, 2 and 3, AFPC (G10, G20, SV1, Pensions etc.) and IMC. He is a founding partner of Vestra Wealth LLP.

David Turner
David Turner
+44 (0) 20 3207 8066

Prior to Vestra Wealth David was an Investment Manager at UBS WM (UK) Ltd specialising in discretionary management. His experience within the Wealth Management sector include Investment Manager at Laing & Cruickshank, Senior Investment Director at James Capel & Co (latterly HSBC Investment Management) and Investment Director at Allied Dunbar & Co Ltd. David specialises in discretionary management for private clients, SIPPs/SSASs, trusts and small company portfolios.

Chris Verran
Chris Verran
+44 (0) 20 3207 8100

Chris was an Investment Director at UBS WM (UK) Ltd prior to joining Vestra Wealth, where he was responsible for over £200m of investment portfolios, providing discretionary management and advice to a range of clients, including private clients, family trusts and small charities.

Zoe Vucicevic
Zoë Vucicevic
+44 (0) 20 3207 8035

Before joining Vestra Wealth, Zoë spent 8 years in private banking, working for UBS and Bank of Scotland. At UBS she advised high net worth individuals, trusts and SMEs on investment solutions and tax efficient structures (including tax mitigating schemes, personal and company pensions). In addition she provided investment advice to resident non domiciled individuals and off shore trusts. Zoë holds qualifications in investment management and financial planning.

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